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Colton from Custom Excel Spreadsheets provides a tutorial on creating a quote form for businesses using Excel. He begins by instructing viewers to open a blank spreadsheet and save it to prevent data loss. He emphasizes starting with generic information at the top, including the company name, address, and phone number. The aim is to establish a reusable template that can be filled out with real information later on. Colton notes that the initial setup doesn't need to focus on formatting, as the primary goal is to identify what information will be included in the form. Further editing and formatting can be addressed later in the process.
